Civic Intelligence

Partnervest Financial Group LLC

Plan context: Partnervest Financial Group LLC 401(K) Plan

EIN 77-0576217 • Santa Barbara, CA • 17 filings • 2 plans

360 S. Hope Avenue, Suite C-210Santa Barbara, CA 93105
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$268,952

2023 Contributions

$660

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$516,070$258,035$0200820152022YearValue
$268,952Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680200720152022YearValue
2Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$0-
Partnervest Financial Group LLC 401(K) Plan-0$0$0-
202212$268,952$0-
Partnervest Financial Group LLC 401(K) Plan-2$268,952$0-
202112$337,849$0-
Partnervest Financial Group LLC 401(K) Plan-2$337,849$0-
202015$351,135$660$132iApproximate average salary by contribution assumption: employee only about $3,300 at 4% or $2,200 at 6%; with 50% employer match about $2,200 at 4% or $1,467 at 6%; with 100% employer match about $1,650 at 4% or $1,100 at 6%.
Partnervest Financial Group LLC 401(K) Plan-5$351,135$660$132iApproximate average salary by contribution assumption: employee only about $3,300 at 4% or $2,200 at 6%; with 50% employer match about $2,200 at 4% or $1,467 at 6%; with 100% employer match about $1,650 at 4% or $1,100 at 6%.
201916$341,916$14,302$2,384iApproximate average salary by contribution assumption: employee only about $59,592 at 4% or $39,728 at 6%; with 50% employer match about $39,728 at 4% or $26,485 at 6%; with 100% employer match about $29,796 at 4% or $19,864 at 6%.
Partnervest Financial Group LLC 401(K) Plan-6$341,916$14,302$2,384iApproximate average salary by contribution assumption: employee only about $59,592 at 4% or $39,728 at 6%; with 50% employer match about $39,728 at 4% or $26,485 at 6%; with 100% employer match about $29,796 at 4% or $19,864 at 6%.
201817$275,664$25,978$3,711iApproximate average salary by contribution assumption: employee only about $92,779 at 4% or $61,852 at 6%; with 50% employer match about $61,852 at 4% or $41,235 at 6%; with 100% employer match about $46,389 at 4% or $30,926 at 6%.
Partnervest Financial Group LLC 401(K) Plan-7$275,664$25,978$3,711iApproximate average salary by contribution assumption: employee only about $92,779 at 4% or $61,852 at 6%; with 50% employer match about $61,852 at 4% or $41,235 at 6%; with 100% employer match about $46,389 at 4% or $30,926 at 6%.
201718$272,784$31,897$3,987iApproximate average salary by contribution assumption: employee only about $99,678 at 4% or $66,452 at 6%; with 50% employer match about $66,452 at 4% or $44,301 at 6%; with 100% employer match about $49,839 at 4% or $33,226 at 6%.
Partnervest Financial Group LLC 401(K) Plan-8$272,784$31,897$3,987iApproximate average salary by contribution assumption: employee only about $99,678 at 4% or $66,452 at 6%; with 50% employer match about $66,452 at 4% or $44,301 at 6%; with 100% employer match about $49,839 at 4% or $33,226 at 6%.
201618$516,070$30,273$3,784iApproximate average salary by contribution assumption: employee only about $94,603 at 4% or $63,069 at 6%; with 50% employer match about $63,069 at 4% or $42,046 at 6%; with 100% employer match about $47,302 at 4% or $31,534 at 6%.
Partnervest Financial Group LLC 401(K) Plan-8$516,070$30,273$3,784iApproximate average salary by contribution assumption: employee only about $94,603 at 4% or $63,069 at 6%; with 50% employer match about $63,069 at 4% or $42,046 at 6%; with 100% employer match about $47,302 at 4% or $31,534 at 6%.
201518$468,501$24,040$3,005iApproximate average salary by contribution assumption: employee only about $75,125 at 4% or $50,083 at 6%; with 50% employer match about $50,083 at 4% or $33,389 at 6%; with 100% employer match about $37,563 at 4% or $25,042 at 6%.
Partnervest Financial Group LLC 401(K) Plan-8$468,501$24,040$3,005iApproximate average salary by contribution assumption: employee only about $75,125 at 4% or $50,083 at 6%; with 50% employer match about $50,083 at 4% or $33,389 at 6%; with 100% employer match about $37,563 at 4% or $25,042 at 6%.
2014110$486,308$35,095$3,510iApproximate average salary by contribution assumption: employee only about $87,738 at 4% or $58,492 at 6%; with 50% employer match about $58,492 at 4% or $38,994 at 6%; with 100% employer match about $43,869 at 4% or $29,246 at 6%.
Partnervest Financial Group LLC 401(K) Plan-10$486,308$35,095$3,510iApproximate average salary by contribution assumption: employee only about $87,738 at 4% or $58,492 at 6%; with 50% employer match about $58,492 at 4% or $38,994 at 6%; with 100% employer match about $43,869 at 4% or $29,246 at 6%.
2013112$483,402$59,440$4,953iApproximate average salary by contribution assumption: employee only about $123,833 at 4% or $82,556 at 6%; with 50% employer match about $82,556 at 4% or $55,037 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%.
Partnervest Financial Group LLC 401(K) Plan-12$483,402$59,440$4,953iApproximate average salary by contribution assumption: employee only about $123,833 at 4% or $82,556 at 6%; with 50% employer match about $82,556 at 4% or $55,037 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%.
201218$483,916$53,455$6,682iApproximate average salary by contribution assumption: employee only about $167,047 at 4% or $111,365 at 6%; with 50% employer match about $111,365 at 4% or $74,243 at 6%; with 100% employer match about $83,523 at 4% or $55,682 at 6%.
Partnervest Financial Group LLC 401(K) Plan-8$483,916$53,455$6,682iApproximate average salary by contribution assumption: employee only about $167,047 at 4% or $111,365 at 6%; with 50% employer match about $111,365 at 4% or $74,243 at 6%; with 100% employer match about $83,523 at 4% or $55,682 at 6%.
201119$431,729$37,945$4,216iApproximate average salary by contribution assumption: employee only about $105,403 at 4% or $70,269 at 6%; with 50% employer match about $70,269 at 4% or $46,846 at 6%; with 100% employer match about $52,701 at 4% or $35,134 at 6%.
Partnervest Financial Group LLC 401(K) Plan-9$431,729$37,945$4,216iApproximate average salary by contribution assumption: employee only about $105,403 at 4% or $70,269 at 6%; with 50% employer match about $70,269 at 4% or $46,846 at 6%; with 100% employer match about $52,701 at 4% or $35,134 at 6%.
201019$394,975$9,136$1,015iApproximate average salary by contribution assumption: employee only about $25,378 at 4% or $16,919 at 6%; with 50% employer match about $16,919 at 4% or $11,279 at 6%; with 100% employer match about $12,689 at 4% or $8,459 at 6%.
Partnervest Financial Group LLC 401(K) Plan-9$394,975$9,136$1,015iApproximate average salary by contribution assumption: employee only about $25,378 at 4% or $16,919 at 6%; with 50% employer match about $16,919 at 4% or $11,279 at 6%; with 100% employer match about $12,689 at 4% or $8,459 at 6%.
200919$356,175$247,364$27,485iApproximate average salary by contribution assumption: employee only about $687,122 at 4% or $458,081 at 6%; with 50% employer match about $458,081 at 4% or $305,388 at 6%; with 100% employer match about $343,561 at 4% or $229,041 at 6%.
Partnervest Financial Group LLC 401(K) Plan-9$356,175$247,364$27,485iApproximate average salary by contribution assumption: employee only about $687,122 at 4% or $458,081 at 6%; with 50% employer match about $458,081 at 4% or $305,388 at 6%; with 100% employer match about $343,561 at 4% or $229,041 at 6%.
2008116$46,371$31,319$1,957iApproximate average salary by contribution assumption: employee only about $48,936 at 4% or $32,624 at 6%; with 50% employer match about $32,624 at 4% or $21,749 at 6%; with 100% employer match about $24,468 at 4% or $16,312 at 6%.
Partnervest Financial Group LLC 401(K) Plan-16$46,371$31,319$1,957iApproximate average salary by contribution assumption: employee only about $48,936 at 4% or $32,624 at 6%; with 50% employer match about $32,624 at 4% or $21,749 at 6%; with 100% employer match about $24,468 at 4% or $16,312 at 6%.
2007115$0$0-
Partnervest Financial Group LLC 401(K) Plan-15---